The Nedgroup Investments Opportunity Fund is managed to achieve two primary objectives: we aim to deliver returns of CPI + 5% (the return objective) but at the same time endeavour not to produce negative returns over rolling 2-year periods. 

For the most part, these objectives have been achieved. As at the end of February 2022, the annualised return of the Fund since inception (July 2011) has been 10.6% p.a. net of fees vs. CPI + 5% of 10.3% p.a. And for the vast majority of rolling 2-year periods (with the exception of a 3-month period in 2020 at the height of the Covid crisis) the Fund has produced positive outcomes. 

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